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JPMorgan Ultra-Short Income ETF

586 hedge funds and large institutions have $8.24B invested in JPMorgan Ultra-Short Income ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 307 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 38

97% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 156

9% more funds holding

Funds holding: 537586 (+49)

9% more funds holding in top 10

Funds holding in top 10: 104113 (+9)

8% more capital invested

Capital invested by funds: $7.64B → $8.24B (+$600M)

4.01% less ownership

Funds ownership: 60.63%56.62% (-4%)

Holders
586
Holders Change
+49
Holders Change %
+9.12%
% of All Funds
11.82%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.28%
New
89
Increased
307
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
501
Clarity Wealth Advisors
California
$277K
DY
502
Dowling & Yahnke
California
$276K +$8.38K +165 +3%
RHBC
503
R.H. Bluestein & Co
Michigan
$275K -$183K -3,600 -40%
PAS
504
Park Avenue Securities
New York
$272K +$272K +5,355 New
IFAM
505
Institutional & Family Asset Management
Colorado
$266K +$864 +17 +0.3%
ST
506
Spinnaker Trust
Maine
$264K -$173K -3,404 -40%
BRA
507
Biechele Royce Advisors
Indiana
$260K +$260K +5,125 New
NNP
508
Nachman Norwood & Parrott
South Carolina
$259K
CAM
509
Cozad Asset Management
Illinois
$257K +$17.3K +340 +7%
AAIM
510
Asset Advisors Investment Management
Georgia
$254K +$50.8K +1,000 +25%
CCM
511
Covington Capital Management
California
$254K +$254K +5,000 New
JFGIW
512
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K
SMC
513
Smith, Moore & Co
Missouri
$248K +$51 +1 +0%
WC
514
Whitney & Co
New York
$241K +$241K +4,745 New
ACP
515
Aveo Capital Partners
Colorado
$235K +$235K +4,631 New
GSWM
516
Golden State Wealth Management
California
$234K -$1.01M -19,779 -81%
MWM
517
MinichMacGregor Wealth Management
New York
$230K +$230K +4,532 New
PWMAG
518
Pinnacle Wealth Management Advisory Group
New Jersey
$229K +$229K +4,515 New
SAM
519
Summit Asset Management
Tennessee
$228K -$64.5K -1,270 -22%
SA
520
Shilanski & Associates
Alaska
$227K
FFG
521
Ford Financial Group
California
$220K +$711 +14 +0.3%
ECM
522
ETrade Capital Management
Virginia
$219K +$219K +4,311 New
QAM
523
Q3 Asset Management
Michigan
$214K -$224K -4,411 -51%
HTC
524
Haverford Trust Company
Pennsylvania
$212K +$212K +4,170 New
GLA
525
Good Life Advisors
Pennsylvania
$208K -$26.1K -513 -11%

JPST Hedge Fund Activity: Q3 2020 in Review

586 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2020, worth a combined $8.24B — up 7.8% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new JPST positions and 38 closed out — a net gain of 51 holders — while 307 added to existing stakes and 156 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $146M. The largest seller was AssetMark Inc, cutting an estimated $291M.

  • 586 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2020, up from 537 in Q2 2020.
  • Funds reported $8.24B of JPMorgan Ultra-Short Income ETF stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 89 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2020 and 38 closed out, a net change of +51 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2020 was Morgan Stanley, an estimated $146M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2020 was AssetMark Inc, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2020.